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First Trust Mid Cap Core AlphaDEX Fund

157 hedge funds and large institutions have $598M invested in First Trust Mid Cap Core AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 14 closing their positions.

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
57
Reduced
61
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 1,125,010 -112,119 -9%
LPL Financial
2
LPL Financial
California
$75M 833,873 +45,867 +6%
Wells Fargo
3
Wells Fargo
California
$63.2M 702,379 +16,890 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.1M 389,676 +41,341 +12%
UBS Group
5
UBS Group
Switzerland
$23.5M 260,678 -10,278 -4%
KAS
6
Kestra Advisory Services
Texas
$21.6M 239,579 -9,329 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.9M 232,660 -18,987 -8%
RJA
8
Raymond James & Associates
Florida
$19.2M 213,032 -8,539 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.1M 178,605 +4,406 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$12.9M 143,706 -13,720 -9%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$11.8M 130,785 -18,007 -12%
Bank of America
12
Bank of America
North Carolina
$11.7M 130,212 -30,491 -19%
BRWA
13
B. Riley Wealth Advisors
Florida
$10.3M 114,525 -35,558 -24%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.83M 109,299 -7,093 -6%
HighTower Advisors
15
HighTower Advisors
Illinois
$9.55M 106,123 -807 -0.8%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$8.49M 94,334 -658 -0.7%
Stifel Financial
17
Stifel Financial
Missouri
$7.3M 81,129 +1,203 +2%
FH
18
FWG Holdings
Florida
$6.19M 68,837 +68,837 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.8M 64,496 +3,494 +6%
DADC
20
D.A. Davidson & Co
Montana
$5.09M 56,572 +582 +1%
BAM
21
Bellevue Asset Management
Washington
$4.52M 50,277 +222 +0.4%
CPIG
22
Chicago Partners Investment Group
Illinois
$4.35M 48,418 +1,924 +4%
SCA
23
Snowden Capital Advisors
New York
$4.28M 47,588 +1,582 +3%
PSCM
24
Per Stirling Capital Management
Texas
$4.09M 45,494 +2,108 +5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.06M 45,175 -261 -0.6%